First Pacific Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

First Pacific Financial’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Hold	2,396	–	–	0.01%	190
2025 Q4	$98.4K	Sell	2,396 -992	-29%	-$39.3K	0.01%	198
2025 Q3	$125K	Hold	3,388	–	–	0.02%	185
2025 Q2	$107K	Hold	3,388	–	–	0.02%	199
2025 Q1	$101K	Hold	3,388	–	–	0.02%	165
2024 Q4	$84.9K	Sell	3,388 -131	-4%	-$3.33K	0.02%	184
2024 Q3	$88.4K	Hold	3,519	–	–	0.02%	169
2024 Q2	$78.2K	Hold	3,519	–	–	0.02%	159
2024 Q1	$74.7K	Sell	3,519 -873	-20%	-$17.3K	0.02%	159
2023 Q4	$86.7K	Hold	4,392	–	–	0.03%	151
2023 Q3	$77.7K	Hold	4,392	–	–	0.03%	137
2023 Q2	$80.7K	Buy	+4,392	New	+$83.2K	0.03%	126
2022 Q1	–	Sell	-17,463	Closed	-$307K	–	100
2021 Q4	$307K	Sell	17,463 -12,115	-41%	-$209K	0.15%	93
2021 Q3	$498K	Sell	29,578 -24,148	-45%	-$415K	0.26%	79
2021 Q2	$913K	Sell	53,726 -893	-2%	-$15.6K	0.5%	27
2021 Q1	$896K	Sell	54,619 -9,352	-15%	-$161K	0.56%	19
2020 Q4	$1.17M	Buy	+63,971	New	+$1.15M	0.71%	14

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

First Pacific Financial's SGOL Position: Q1 2026 in Review

First Pacific Financial held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 2,396 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #190.

First Pacific Financial first reported a position in SGOL in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2020. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

First Pacific Financial held 2,396 shares of abrdn Physical Gold Shares ETF worth $107K as of Q1 2026.
First Pacific Financial left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.01% of First Pacific Financial's portfolio in Q1 2026, its #190 holding.
First Pacific Financial first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 17 quarters since.
First Pacific Financial's abrdn Physical Gold Shares ETF position peaked at $1.17M in Q4 2020.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.